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How to find and access contacts in Presence® CRM

  • Mar 12, 2026
  • Knowledge

Title
How to find and access contacts in Presence® CRM
URL Name
How-to-Find-and-Access-Your-Leads-in-Presence
Answer

How to find and access contacts in Presence® CRM

How to navigate to your contacts list in the Presence® Platform.

How to access your contacts

  1. Navigate to the Presence® Platform.
  2. Click Contacts from the left-hand menu.

From here you can search, filter, view contact profiles, and manage your leads. See the related articles below for specific tasks.